IT'S A STORY ABOUT HOPE - 2017-2018 REPORT TO THE COMMUNITY - United Way of Indian ...
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2017-2018
REPORT TO THE COMMUNITY
This is more than a Report to the Community
IT’S A STORY ABOUT HOPE
A message to 2017-2018
OUR COMMUNITY BOARD OF DIRECTORS
Susan Adams, Chair Miranda Hawker
W e are pleased and excited to share this year’s Report to the Community with you. Every year it seems we have more
exciting things to share about our work and its impact than in the prior year. It is a testament to the growth and innovation
Board of County Commissioners IRC Health Department
Jeff Smith, Chair-Elect Katie Kirk
happening right here in our community. From the most successful Day of Caring to date, to our most robust year in our
free tax filing program, we are thrilled to share with you the highlights of our 2017-2018 fiscal year.
Clerk of the Circuit Court Daland Corp.
Jeffrey Schlitt, Secretary Beth Mitchell
This year was a year of growth for both our community programs and major annual events. Our Volunteer Income Tax
Assistance (VITA) program saw a total of 877 tax returns filed free of charge to our community members. These programs Schlitt Services Sebastian River Area Chamber of Commerce
ensured that each filer received the maximum amount of tax credits that they deserve. In total, $946,739 was given back
to the community through VITA- $52,686 more than last year. Margo Lind, Treasurer Dr. Katie Nall
Seacoast Bank Indian River State College
The 5th annual Jackie Robinson Celebration Game was enjoyed by over 3,000 fans at Historic Dodgertown’s Holman
Stadium on April 15. The St. Lucie Mets and the Dunedin Blue Jays played a regular season minor league baseball game Randy Riley, Immediate Past Chair Jennifer Peshke
at what has become a phenomenal community-wide event that is inspirational, family friendly, affordable, and lots of fun. Law Offices of Jennifer D. Peshke, P.A.
E. Fred Augenstein, At Large
Additionally, our community-wide day of volunteerism, Day of Caring, saw a dramatic increase in volunteers. Thanks to The Ad Agency Jeffrey Petersen
our partnership with the School District of Indian River County, a total of 1,000 community members made up 41 teams to Merrill Lynch
complete 61 projects throughout Indian River County. From painting and building, to installing a new Born Learning Trail Gregory Rogolino, CIC Chair
sponsored graciously by the Walter S. Johnson Foundation and Seacoast Bank, to assembling homeless care kits- these Publix Supermarkets Alan S. Polackwich, Sr.
volunteers did it all.
Jan S. Beck Dr. Mark Rendell
Undertaking our mission to “improve lives by mobilizing the caring power of communities” would not be possible without A1 Roof Trusses, Ltd. IRC School District
the support of our dedicated Board of Directors, Campaign Co-Chairs, corporate partners, funded and community partners,
our many volunteers and perhaps most of all, our donors. Our donors recognize that their financial support of United Way Dr. David Becker Rev. Benny Rhyant
is more than a donation. It is an investment in their community’s future which produces significant returns, as United
New Mt. Sinai Baptist Church
Way and its community partners work to maximize the impact of the programs, services, and initiatives that we support. John F. Beckert
Troy Corporation Jonathan Schwiering
Please, take a moment to read this report and celebrate what we’ve accomplished together this year. Thank you to each
and every person that was part of this big year- It could not have happened without you! Vero Insurance
Christopher Bieber
CenterState Bank Karl Williams
Marine Bank and Trust
Rep. Erin Grall
Grall Law Group Colonel Martin Zickert
USAF, Retired
Anthony P. Guettler
Gould Cooksey Fennell
With humble appreciation and gratitude, we are pleased to
share with you the 2017-18 Community Report for United Way
of Indian River County.
2017-2018 Margaret Ostman, Marketing Director
UNITED WAY STAFF Pam McCollum, Marketing & Communications Assistant
Nate Bruckner, Director of Community Impact
Susan Adams Michael Kint Michael Kint, Chief Executive Officer Caitlin Puppo, Workplace Campaign Manager
Chair of the Board Chief Executive Officer Meredith Egan, Chief Operating Officer Eve Ballance, Community Impact Coordinator
Tracey Segal, Campaign Director Sydney Mihailoff, Campaign Associate
Melissa Ogonoski, Director of Finance Lindsay Burcham, Office Assistant
Chance Morrow, Marketing Director Marylyn Rogers, Volunteer Receptionist
YOUR UNITED
AT A GLANCE
WAY IMPACT AT A GLANCE
To effectively address our community’s most persistent problems,
Skill
Development
we must have an organized proven strategy.
For thousands of people in Indian River County a good education, reliable income, nutritious food and a stable home
The Community Impact Fund provides grants to 39 programs that Basic
is not a given. United Way brings together volunteers, donors and funded partners to work collaboratively to make an align with our Community Goals in Education, Health and Financial
impact in the community by addressing the root causes behind these issues. We work closely with many nonprofits to Stability. Through this fund, United Way confronts our community’s
Needs
identify needs in the community and create programs to fill the gaps where necessary. biggest challenges to drive measurable results and lasting change. Expense
Our partner programs are using proven tools to achieve measurable Management
outcomes.
FINANCIAL
38,703 30
Academic
clients served by United Way funded partners
39
funded programs
Early
Learning
EDUCATION
Success
Graduate for
STABILITY
$320,000
funded programs
* please note that this value may inlcude clients
who utilize multiple funded programs.
$866,520 Success
Healthy
Lives
2017-2018 COLLABORATIONS
106
workplace partners
108
volunteers served on
HEALTH
COMMUNITY INVESTMENT
$2,090,771
& COMMUNITY
INITIATIVES
$108,042
citizen review panels $635,650
INDIAN RIVER COUNTY Community Collaborations: UWIRC
supports initiatives and projects
outside of traditional funded partners
72
who are innovating solutions in all
5,705
Indian River County residents Alexis de Tocqueville
Healthy Moms
Healthy Kids
impact areas.
2-1-1: We provide the leading
helped this year by United Way’s Society Donors DESIGNATIONS free and confidential service
that helps people in crisis
2-1-1 information, referral and
crisis helpline
Designations:
Donor directed
$105,559 find local resources and
information, 24/7.
2-1-1
contributions made
to other United Way’s,
$55,000
and non profit agencies.
$635,650 Invested in improving the overall health
of Indian River County residents. 2017-2018
FUNDED PARTNERS
Through United Way initiatives and partnerships, Indian River County saw: CASTLE
Deaf & Hard of Hearing Services,
Treasure Coast
Drug Abuse Treatment Association
822 937 Mental Health Association
SafeSpace
Senior Resource Association
Substance Awareness Center
seniors receive care and clients receive a mental The ARC of Indian River County
nutritional support. health screening and health
plan. Treasure Coast Community Health
Treasure Coast Food Bank
5,412 55%
clients receive healthy out of clients have a decrease in
of school meals. use of alcohol, tobacco, or
other drugs.
Great things happen when we focus on
HEALTH
A community is only as healthy as the people who call it home.
We expand access to quality, affordable care, give parents the tools they need to
raise healthy children and get everyone more active and eating better.
COMMUNITY GOALS: By 2020, improve IRC residents physical and mental health by 10% in the following areas: healthy weight, major depressive
episodes, and ability to live independently. In addition our goal is to improve the quality of life for mothers, infants and children by at least 10%
in the following areas: children’s oral health, child abuse, prenatal care, children’s mental health, and childhood obesity.
$866,520 Invested in improving the overall access
and quality of education throughout 2017-2018
Indian River County. PROGRAM PARTNERSHIPS
Through United Way initiatives and partnerships, Indian River County saw: Childcare Resources of Indian River
Big Brothers Big Sisters of IRC
Boys & Girls Club of IRC
CASTLE
1,320 1,963 Children’s Home Society of Florida
Crossover Mission
Dasie Bridgewater Hope Center
Economic Opportunities Council
young children have access to youth develop habits and The Education Foundation of IRC
high quality early learning skills that will help them
experiences. succeed now and in the Environmental Learning Center
future. Gifford Youth Achievement Center
Hibiscus Children’s Center
IRC Healthy Start Coalition
The Learning Alliance
352 73% Redlands Christian Migrant Association
Youth Guidance Mentoring Academy
students in mentoring of students served by
programs. United Way programs
performing on grade level.
Improving lives through the power of
EDUCATION
Children deserve a strong start in life. We make that possible by empowering
parents to support their kids, improving the quality of their learning
environments and offering solutions to challenges outside the classroom.
COMMUNITY GOALS: increase to 85% the children who enter Kindergarten ready to succeed, by 2019, to increase to 90% the 3rd graders performing
on grade level and increasing their positive behaviors, and to increase to 90% the number of students that graduate on time from high school.
$320,000 Invested in improving the overall financial
stability of Indian River County residents 2017-2018
FUNDED PARTNERS
Through United Way initiatives and partnerships, Indian River County saw: Catholic Charities of the Diocese of
Palm Beach/ Samaritan Center
Children’s Home Society of Florida
Hope for Families Center
536 807 Literacy Servcies of IRC
SafeSpace
The ARC of Indian River County
Treasure Coast Homeless Services
clients gain financial literacy. clients diverted from Council
shelter or prevented from
becoming homeless.
877 $947K
total tax returns completed in total tax credit refunds
for free by VITA tax put back into the pockets
volunteers. of those who used free
United Way tax services.
Creating opportunities for all through
FINANCIAL STABILITY
People of all ages should have an opportunity to improve their economic
status.We give people the tools to better manage their money, get on solid
financial ground and find a career with potential for advancement.
COMMUNITY GOAL: By 2020 a third of lower income families in Indian River County become more financially stable.
2017 ANNUAL CAMPAIGN $2,950,804 RAISED ELITE CAMPAIGN SPONSORS Area businesses that give $500 in addition to their campaign contribution to help offset campaign costs. Alex MacWilliam Real Estate Armfield-Wagner Appraisal & Research, Inc. Brite Future Electric CenterState Bank Disney’s Vero Beach Resort Florida Power and Light Company Gould Cooksey Fennell Graves Brothers Company Kmetz, Elwell, Graham & Associates, CPA’s Marine Bank Morgan, Jacoby, Thurn, Boyle & Associates Northern Trust Omni Financial Rehmann Rossway Swan Tierney Barry Lacey & Oliver, P.L. Schlitt Services, Inc. USI Insurance Services Wilmington Trust, N.A. TORCHBEARERS Workplace campaigns that make an early commitment and pledge to raise at least $12,000 in employee and corporate contributions. Bank of America Bernard A. Egan Foundation, Inc. Brown & Brown Central Coast Cleveland Clinic Indian River Disney’s Vero Beach Resort Florida Power and Light Company George E. Warren Corporation Indian River County Indian River Press Journal & TC Palm IRC School District IRC Sheriff’s Office Marine Bank Left to right: Michael Kint, Mary Cone, Bill Penney, Kim Prado, Georgia Northern Trust Irish, and Tracey Segal. Four members of Marine Bank, known during Piper Aircraft, Inc. the campaign as “Team Marine,” led the way as the co-chairs to the Publix Super Markets 2017-2018 United Way annual campaign. Rehmann Wells Fargo
2017-2018 2017
EVENT SPONSORS COMMUNITY LEADERS
AIG
Bayer Crop Science
BREAKFAST
Bernard A Egan Foundation, Inc. Mary Sellers, U.S. President of United Way Worldwide and Vero Beach native, was the guest speaker at the 2017 Community
Leaders Breakfast where she focused on the unique strength that United Way possesses from its local and global interconnected
Chick-Fil-A network. “Everywhere it operates, United Way fights for the health, education, and financial stability of every person in every
Crop Production Services community. It succeeds by bringing people and organizations together to tackle the most difficult issues in those communities,”
Diamond R. Fertilizer Co., Inc. said Sellers. Mary reflected on the similarities of social issues found here and across the country. She is leading the organization’s
Florida Irrigation Maintenance, Inc. enterprise-wide strategy across the U.S. by working with United Way leaders in local communities like ours to execute a vision of
Florida Power and Light Company “one network” that, combined with a consistent set of impact goals, creates the continued success of the network.
Frankens Energy LLC
Gould Cooksey Fennell CLB Awards
Health First Health Plans United Way Board Chair, Susan Adams, along with Board Chair-Elect, Jeff Smith, presented annual Richardson Spirit of
JBT Food Tech Indian River County Awards honoring companies, agencies, and volunteers who give their time, talent, and resources
Kmetz, Elwell, Graham & Associates, CPAs to make the community a better place.
The Law Offices of John E. Moore, III The Richardson Spirit of Indian River County (more than 100 employees): Disney’s Vero Beach Resort
Massey Romans Wealth Management Team of The Richardson Spirit of Indian River County (26-100 employees): Bank of America
Raymond James
The Richardson Spirit of Indian River County (25 or less employees): CenterState Bank
McDonalds
Morgan, Jacoby, Thurn, Boyle & Associates
Agency Excellence Award: Mental Health Association
Natalie’s Juice Company
Northern Trust
Progressive Civic League of Gifford Ralph T. King Award: Tom Manwaring
Publix Super Markets
Seacoast Bank Special Volunteer Recognition: E. Fred Augenstein
Simply Soothing
Syngenta Crop Protection, Inc.
Valley National Bank
Vero Insurance
Walter S. Johnson Foundation
Waste Management
Susan Adams, Michael Kint, and Mary Sellers at the 2017 Community Leaders Breakfast.2017-2018
WORKPLACE PARTNERS
Every year, thousands of employees get involved in workplace giving campaigns to support local United Way
PHILANTHROPIC LEADERS
United Way recognizes the extraordinary generosity of the following philanthropic leaders.
solutions that improve education, financial stability, and health. Workplace Partners coordinate United Way
campaigns at their respective businesses by giving their employees easy opportunities to be charitable. The
workplace campaign is about more than raising money for a worthy cause. It also strengthens connections ALEXIS DE TOCQUEVILLE SOCIETY Membres de la Société ($10,000 - $24,999)
between employees and their community. These campaigns are known to build morale and encourage a sense of Fritz and Gay Blaicher, Chairs
teamwork throughout the workplace, which is just one factor in creating a happy and healthy community. If you With an annual gift of $10,000 or more, Alexis de Richard J. Greene
have demonstrated a commitment to your employees and the community in the past year, thank you! Tocqueville Society members are creating a profound Mr. and Mrs. Bruce L. Hammonds
and lasting impact throughout Indian River County. Susan and Paul Hanson
Barbara D. Hauptfuhrer, in memory of Bob
Robert B. and Janet A. Hoffman Foundation
AT&T Grall Law Group Raymond James & Assocs. Mr. and Mrs. Timothy A. Hultquist
AYS Employee Leasing Grand Harbor Management Redlands Christian Migrant Assoc. Ordre d’Egalité ($50,000 - $74,999) Mr. and Mrs. Aben E. Johnson
Bank of America HealthSouth Regency Windsor Companies Ralph T. King*
Best Buy Store # 816 Hibiscus Children’s Center Rehmann Edward and Sherry Ann Dayton Arthur Kontos and Jill Kerwick - Kontos
Big Brothers Big Sisters Imagine School South Vero Riverside Theatre Jim and Jean Kelly Mr. and Mrs. John La Duc
Boys & Girls Clubs of IRC Indian River County Rossway Swan Tierney Barry Roy and Patsy Lambert
Brown & Brown Central Coast Indian River Press Journal & TC Palm Lacey & Oliver, P.L.
CenterState Bank Indian River State College SafeSpace Ordre de Liberté ($25,000 - $49,999) Mr. and Mrs. Robert P. Luciano
Childcare Resources of Indian River IRC Clerk of Circuit Court Samaritan Center Susie and Bill MacDonald
Children’s Home Society IRC Healthy Start Coalition Schlitt Services, Inc. A. James & Alice B. Clark Foundation Jim and Melinda Marley
City of Fellsmere IRC Property Appraiser’s Office Seacoast Bank Whitney and Betty MacMillan Mr. and Mrs. Robert F. McCabe
City of Sebastian IRC School District Senior Resource Association Raymond J. and Sonia McGowan Mr. and Mrs. John N. McConnell, Jr.
City of Vero Beach IRC Sheriff’s Office Space Coast Credit Union Jack and Mollie Rogers John and Susan McCord
Cleveland Clinic Indian River IRC Supervisor of Elections Office Substance Awareness Center of IRC
Mr. and Mrs. O. Griffith Sexton Betty and Jim McDonald*
Colton, Williams & Reamy, CPA’s JCPenney Company SunTrust Bank Dawn Michael
Comcast Cable John’s Island Real Estate Company Syngenta Crop Protection, Inc. King and Dace Stubbs
Mrs. David K. Welles, Sr. Edward Michael
Croom Construction Company Kmetz, Elwell, Graham & Associates, CPA’s Target Guy and Kacy Mitchell
Crossover Mission, Inc. Law Offices of Jennifer Peshke TD Bank John E. Moore, III, and Lee Robinson Moore
CVS Health Law Offices of John E. Moore, III The Arc of Indian River County Membres de la Société ($10,000 - $24,999) Mr. and Mrs. Charles W. Moritz
Cypress Trust Company Literacy Services of IRC The Hill Group
Dasie Hope Center Lowe’s Companies, Inc. TJ Maxx / Marshalls / Homegoods
Chad and Lisa Morrison
Dillard’s Department Stores, Inc. Macy’s Town of Indian River Shores Norman and Ann Baker Mr. and Mrs. Robert S. Morrison
Disney’s Vero Beach Resort Marine Bank Treasure Coast Community Health Ann and Drew Barton Rudolph and Andrea Muller
Donadio and Associates Mental Health Association United Parcel Service Bill and Mary Ann Becker Mrs. Reginald B. Newman II
Drug Abuse Treatment Association Mid Florida Credit Union United Way of IRC John and Jean Beckert Sharon and David Northrup
Economic Opportunities Council of IRC Morgan, Jacoby, Thurn, Boyle Vero Beach Museum of Art, Inc. Mr. and Mrs. James G. Berges Ed and Jan Pillard
Education Foundation of Indian & Associates Vero Insurance William and Marcia Blackburn Michael and Anne Rhoads
River County, Inc. National Bank of Commerce Visiting Nurse Association of the Fritz and Gay Blaicher Marjorie Hopwood Richardson and
Elliott Merrill Community Mgt. Northern Trust Treasure Coast Duane and Dorothy Bluemke Danforth Kidd Richardson*
Enterprise Holdings Foundation Nylacarb Corporation Walmart Mr. and Mrs. Theodore Brickman, Jr. Don and Patsy Riefler
Environmental Learning Center Omni Financial Wells Fargo Vaughn and Nancy Bryson Mr. C. Graydon Rogers
Federal Express Corporation Orchid Insurance Wilmington Trust, N.A.
Mr. Richard J. Canty and Sandy and Randy Rolf
Fellsmere Farms Parker Hannifin Corporation Windsor (Torwest)
Florida Floor Fashions Piper Aircraft, Inc. Youth Guidance Mentoring Academy Ms. Hope B. Woodhouse Susan and Larry Salustro
Florida Power and Light Company PNC Advisors Mr. and Mrs. Randall Clark David and Betsy Sams
George E. Warren Corporation Primary Care of the Treasure Coast Mr. and Mrs. Christopher Clifford Mr. and Mrs. William P. Scully
Gifford Youth Achievement Center Proctor Construction Co. Mr. and Mrs. Edward E. Crutchfield Mr. and Mrs. Thomas F. Slater
Gould Cooksey Fennell Publix Super Markets Marybeth and Chuck Cunningham Tom Theobald and Deborah Good
John H. and Susan Dobbs Mr. Gilford B. Walker, Camp Younts Foundation
Mr. and Mrs. David Dyer Michael and Susan White
Syde Hurdus Foundation Judy and Kent Whittaker
Bill and Laura Frick 1 Anonymous Donor
David and Louise Garfield * - DeceasedSilver Circle ($1,000 - $2,499)
PHILANTHROPIC LEADERS Linda Aiken, V.M.D.
Scott and Gail Alexander
Bob and Becky Allen
Mr. Lorenzo Altamura
Ms. Bridgette Christoffersen
Mr. John Christoffersen
Mrs. Rosalen E. Cline
Mr. and Mrs. Stephen C. Coley
Patti and Ted Frith
Michael Frothingham
Mr. Kyle Gabbard
Mr. and Mrs. Mark Galant
Jay Anglada Mr. Thomas Collins Ms. Stephanie Gallagher
LEADERSHIP DONORS Mr. Cole Armstrong Ms. Faylene Cook Ms. Carrie Gates
Mr. and Mrs. Toby Arnheim Stella and Paul Covill Mr. John Geany
Herb and Vicki Aspbury Ms. Helan Cox Paul M. Genke and Lila Blakeslee
Diamond Circle ($7,500 - $9,999) Gold Circle ($2,500 - $4,999) Ms. Carol Atkinson D. Lorne and Jane R. Coyle Mike & Lisa Giessert
Steve and Lucia Bailey Mr. John Crisel Amy & Chris Glauber
Thomas L. and Carol M. Corr Mr. and Mrs. Kim C. Anderson Jane and Jim Schwiering Mr. and Mrs. A. Charles Baillie Ms. Rae Crisel Mrs. Neil B. Glenn
Four-Four Foundation, Inc. Mr. and Mrs. Robert W. Bauchman Mr. and Mrs. John Scott Mrs. Elliot A. Baines Bill and Nancy Curtis Daniel and Robin Glotzer
Mr. and Mrs. Peter I. Bijur Mrs. John C. Scully Mr. Bradley Baker Stewart’s Shops and The Dake Family Mr. Timothy Glover
Platinum Circle ($5,000 - $7,499) Mrs. Ann J. Bowling Mr. and Mrs. Joseph E. Smith Sue and Kit Barrow Heather Dales Ms. Erin Goheen
Mr. Robert G. Bowman John and Terry Souza Mr. and Mrs. Robert Barrows Mr. and Mrs. James Daverman Bernie & Marge Grall
Mr. and Mrs. Robert E. Byrket Michael and Doreen Sproule Mr. and Mrs. C. Randolph Beard Javon L. Dawkins Lesia and Doug Graybill
Mrs. Herman F. Becker
Dr. and Mrs. Robert P. Christopher Mrs. Charlotte S. Stifel Jan and Marla Beck Katharine and Rohit Desai Mr. David Gregg, Jr.
Susan and Dick Bergeman
Mr. E. Garrett Bewkes, Jr. Mr. and Mrs. Jonathan M. Clark Bill and Carolyn Stutt Mr. Keith Becker Mr. and Mrs. Glenn J. DeSimone Mr. and Mrs. Brian Griffin
The Digiuseppi Family Mr. and Mrs. Andrew Taylor Jayne and Paul Becker Mr. and Mrs. J. Hugh Devlin Mr. Anthony Guettler
Barbe Bonjour Pike
Suzy and Jim Broadhurst Mr. and Mrs. John F. Donahue Mr. and Mrs. Peter M. Thompson Mr. and Mrs. Samuel Bell, Jr. Mr. and Mrs. Richard M. DeVos, Jr. Mr. and Mrs. Tyler Guettler
Mr. and Mrs. Lewis Eisenberg Mr. and Mrs. Robert E. Washburn Mr. and Mrs. Michael Bickford David A. DeWahl and Leah K. Scott Mr. and Mrs. Herbert W. Gullquist
Mr. and Mrs. William C. Buck
Mrs. Florence B. Fowlkes Mrs. Jennifer Watson Mr. and Mrs. Andrew Bieber Mr. Joshua Diaz Mr. and Mrs. Roger Haines
Amy and Cecil Conlee
Mr. and Mrs. Bernard M. Freeman Mr. and Mrs. Lauren S. Williams Mr. Joseph Hall
Mr. and Mrs. John F. Curley Chris & Amber Bieber Chris DiBenedetto
David and Lynn Geiser Robert Williams and Karen Katen Mr. and Mrs. Eric Billings Mr. and Mrs. Frank DiFazio Mr. and Mrs. Samuel S. Hall, III
Mr. and Mrs. Dennis Ferro
Miriam Grabow Mr. W. Peter Williams
Janet I. & H. James Field, Jr. Fund Ms. Deana Bills Mr. & Mrs. S.H. Doggett, III Mr. and Mrs. Dana Hamel
Graves Brothers Company Mr. and Mrs. William Windsor, Jr. Dan and Tracy Bockhorst Mr. and Mrs. J. Bennett Donaldson, Jr. Bill and Pat Hamlin
Andrew and Betsy Forrester
Mrs. Mary P. Graves Mr. and Mrs. John Zimbrick
Ms. Janet Hunter Mr. and Mrs. Frederick W. Bowers Rene and Alice Donars Mrs. George F. Hamner, Sr.
Mr. and Mrs. Samuel B. Hayes III 3 Anonymous Donors John and Carolyn Bowers Mr. and Mrs. James H. Hance, Jr.
J.M. Hopwood Charitable Trust Mr. and Mrs. Stephen Dubord
Mr. and Mrs. Philip Kemper Dr. Wayne Hockmeyer Mrs. Estelle Brashears Francis Dugan Mr. and Mrs. Michael Hanley
Kate and Chet Lasell Mr. and Mrs. Thomas C. Hopkins Ms. Sheryl Brecht Mrs. Edward B. DuPont Mr. and Mrs. John V. E. Hardy
Mrs. Charles M. Leighton Kip and Mary Jacoby Brewer International Mr. James Durbin Robert and Jeanine Harris
The Luther Family Foundation, Mr. and Mrs. James Johnson Zach Brewer Sally and Don Dussing Ms. Crystal Hart
John and Nancy Luther The Kahle Foundation Mr. Michael Briante Mr. and Mrs. LeRoy Eakin,III Mr. and Mrs. Raymond A. Hay
Rob & Lynn Maddaloni Mr. and Mrs. John L. Kelsey Nancy Briggs Mr. and Mrs. Andrew Eberstadt Robert P. and Carol T. Henderson
Dennis and Karen Marlo Ms. Katie Kirk Mr. Gavin Brothers Andrew W. Edmonds Mr. and Mrs. Toby Hill
Jerry and Patricia Perkins Mr. Jesse G. Knipshild Ms. Victoria Brothers Ron and Kathy Edwards Mrs. Grace S. Hinkley
Rebecca S. Richardson Mr. and Mrs. C. Michael Kojaian Allen and Kelly Brown Mr. & Mrs. Chris Ellis Mrs. Edwin K. Hoffman
Mr. and Mrs. John L. Salmon Mr. and Mrs. William E. Lower Ms. Carole Beecher Brown Mr. and Mrs. David Elwell Carter and Susan Hopkins
Mr. and Mrs. David Smick Mr. and Mrs. Richard Lowry Julie and Peter Burchfield Brad and Rebecca Emmons Mr. and Mrs. Albert C. Horton
Diane and Norval Stephens Mr. James M. McLaughlin Mr. and Mrs. Michael Burns Mr. and Mrs. Bradford Endicott Mr. and Mrs. G. Michael Hostage
Mr. and Mrs. John W. Taylor III Karen Meyer Mr. and Mrs. James Byrnes Sydney Kowlski & London Lizotte Mr. and Mrs. Edward K. How, Jr.
Robert Theis Mr. and Ms. Andrew Miles Mr. and Mrs. Anthony J. Caldarone Mr. and Mrs. Nicholas M. Evans Mr. and Mrs. Louis Hoynes, Jr.
Lois and Jim Thompson, in honor of Ed and Tibea Parker Simon and Eleanor Caldecott Steve and Mary Evans Mr. and Mrs. William N. Hudson
J.A. “Coach” Thompson Gary Phillips Lewis and Scottie Campbell Mr. and Mrs. Gary Fischer Rick and Laura Hurley
Mrs. Rillan Van Epps and Mr. and Mrs. Dean P. Phypers Mr. and Mrs. Bob Carnevale David FitzSimons Mr. Edward Hurtack
Mr. Taylor Metcalfe Alan and Deborah Polackwich Judi and Sam Carroll Tom and Joy Flaherty Dr. Jacque Jacobs
Mr. and Mrs. James B. Wigdale Jack and Penny Rohrbach Mary L. Casey Mr. Stephen Frame Dr. and Mrs. Robert S. Janicki
Mr. and Mrs. Henry M. Woodhouse Maureen & Joe Roxe Daniel Chappell Mr. and Mrs. Charles P.A. Frankenthal Dr. and Mrs. Leander Jennings
2 Anonymous Donors The Roxe Foundation Susan L. Chenault Mr. and Mrs. William H. Friesell Jerry and Cheri JonesRonald & Latoya Jones Ms. Caroline Markfield Bill and Karen Penney
Roger and Lisa Jones Kathryn T. Marshall Mr. and Mrs. Jon Peshke Silver Circle ($1,000 - $2,499)
Mrs. Elizabeth Judd Ms. Yesenia Martell Mr. Jeffrey Petersen
Mr. and Mrs. Henry K. Justi Ed and Jo Massey Ms. Alexis Piakis Jordan & Meredith Sihombing Faith Victory
Susie and Fred Kasten Mr. Michael Paul Massey Patrick Pirkle, D.D.S. Jennifer and David Sims Ms. Elisabeth Vris
Mr. Jay Kaup Mr. and Mrs. W. Ross McConnell, Jr. Tom and Cheryl Porter Sandy and Tom Slaughter Mr. and Mrs. Stephen H. Warhover
Mr. Brian Keefer Nancy McCormack Mrs. Natasha J. Potter Mrs. Corinne L. Smith Mr. Douglas K. Watson and
Jordan, Marsha, and Braylon Keller Mr. and Mrs. Eugene F. McCulloch, Jr. Mrs. Frederic B. Powers, Jr. Mr. and Mrs. Crosby R. Smith Ms. Susan Hunter
Mr. and Mrs. David M. Kelly Dr. and Mrs. David J. McKenna Mr. Clay Price Wanda and Jeff Smith Mr. James Weixler
Mr. Micheal Kemper Bob and Susan McLean Mr. and Mrs. James L. Price Mr. and Mrs. Robert Smith Mr. Kenneth L. Wessel
Ms. Whitney Khan Ruthie and Alan McNally Mr. and Mrs. Theodore W. Price Bob and Jackie Solari Richard and Marsha Wheeler
Mr. Timothy Kilbourne Greg & Melissa Medlock Mr. and Mrs. Robert Puff, Jr. Mr. and Mrs. Daniel E. Somes Ms. Lisa White
Michael and Sandy Kint Mrs. Phoebe Meehan Mr. and Mrs. David L. Pyles
Mr. and Mrs. John A. Sommers Mr. Michael White
Mr. and Mrs. Albert Kirk Mr. and Mrs. Edwin Mellett Mr. and Mrs. Robert D. Reisman
Dr. and Mrs. J. Clyde Spencer, M.D. Herb and Nancy Whittall
The William Kirk Family Nick and Liz Melnick Mr. Jesse Richard
Jay and Linda Knoll L. P. Sperry, Jr. Mr. and Mrs. LeRoy Wilbur
Ms. Julia Melville Mr. and Mrs. Norman Rickard
Mr. Timothy Knutson Mr. Robert Micheltree Timothy R. Ring Mr. Eric Stang Andy & Robin Williams
Rosemary F. Kotkowski Mr. Michael Miller Mr. Fabio Roberti Ms. Kathleen Steed Karl Williams
Joe Kowalczyk Mr. and Mrs. James N. Mills Greg and Elizabeth Rogolino Ima Jean Stewart and Family Dave and Bonnie Wilson
Mr. and Mrs. Brian Kroh Nancy and Dick Milsten Mr. William Romans Mr. and Mrs. Abbott Stillman DJ Wingate
John C. and Mary P. Kurtz Dr. and Mrs. Paul Minotty Mr. Joseph Rooth Ms. Shannon Stockhammer Andrew and Leigh Wirth
Dr. and Mrs. Peter Lake Dr. George Mitchell, D.O. Mr. and Mrs. John M. Roth Dr. Cary Stowe Ms. Leigh Wirth
DeDe Lambert Mr. and Mrs. Joseph M. Mollmann Mrs. Thomas S. Royster Melissa and Pete Sulem Mr. Frederick S. Wonham
Ms. Michelle Landreth Mr. and Mrs. James E. Moltz Mr. and Mrs. John D. Rusher III Ms. Amanda Sullivan Mr. and Mrs. B. Robert Wood
Mr. William W. Lane Mr. John Moran Mr. and Mrs. David Ryan Peter and Terry Sullivan Mr. and Mrs. Charles C. Wurmstedt
Mr. Joseph Laviolette Mark Morein Mr. Vincent J. Ryan and Carla Meyer Susan S. Sumner Judy and Allen Zern
Patrick and Kay Leary Earl & Elizabeth Morgan SAD Foundation Mr. and Mrs. William Surette Mr. and Mrs. Francis G. Ziegler
Mr. and Mrs. Alain Lebec Gary & Robin Morgan Mr. and Mrs. Edwin C. Sagurton Leslie & Michael Swan Jerry and Ellen Zollenberg
Peter and Maureen Lee Mr. and Mrs. Keith H. Morgan Mr. Robert Saitta Mr. and Mrs. Helmut Swarovski 3 Anonymous Donors
Mr. and Mrs. Benson Legg Kyle and Debbie Morgan James and Suzanne Savoie Mr. and Mrs. Murray Swindell
Timothy A. Lei Mr. and Mrs. Peter M. Mortimer Mr. and Mrs. J. William Sayler Dhuanne and Douglas Tansill Every effort has been made to
Ms. Martha G. Lemasters Muddy Pond Trust Fund Jeff and Cassie Schlitt Phillip and Helen Tasker ensure the donor list accuracy and
Randy Lewis Joseph E. Mullaney, Esq. Bob Schlitt Jr. Mr. Stephen Taylor completeness. If there are any errors
Mr. William Locke Mr. and Mrs. Thomas Mullen Mr. and Mrs. James E. Schneithorst Linda and Mel Teetz or omissions in this 2017-18 donor
Adrienne and Lou Lower Ms. Miriam Munoz Schommer Properties Doug Theall list, please accept our sincere
Miss Alma Lee Loy Sam and Gail Murdough Carolyn and Bill Schrader apologies and notify us by calling
Gerry Thistle
Mrs. William Ludwig Edward Murphy, M.D. Mr. and Mrs. Frank C. Schroeder 772-567-8900. Thank you.
Mrs. Andrea Thurn
Ms. Kim Luttinger Pam Neal John and Kathi Schumann Ms. Carmen Tillis
Mrs. Barbara B. Lynch Mr. and Mrs. Gary Oakley Mr. and Mrs. H. Axel Schupf
Mrs. James W. Titelman
Nancy & Roger Lynch Mr. and Mrs. Francis Oatway Warren and Virginia Schwerin
Mr. and Mrs. William Tobin
Mrs. R. Donald MacDougall Dick and Lois Oehme Michaela Scott, M.D.
Mr. and Mrs. Louis Tomasetti
Gregory and Debbie MacKay Mr. and Mrs. Raymond J. Oglethorpe Jr. Mr. Marc Seagrave
Tom and Cheryle Mackie Mrs. Roberta Olsen Linda and Peter Seed Sue and Chris Tompkins
Mr. and Mrs. Harold Mackinney, Jr. Mr. and Mrs. Robert P. O’Meara Andrew & Tracey Segal Mr. and Mrs. Sten Tonnessen
Mrs. Barbara MacPherson Beverly O’Neill and Edmond Benoit Mike Sepesy Mr. and Mrs. Edwin G. Torrance
Mr. and Mrs. Donald A. Macrae Jay Owle Sir Neil and Lady Shaw Ms. Latonya Troublefield
Barry and Robin MacTaggart Guthrie S. Paca Jerry and Mary Rita Sheehan Mr. Bradley Turner
Mr. and Mrs. W. Neely Mallory Mr. Harrison Parker Mrs. Charles V. Sheehan Kara J. Turner
Mr. and Mrs. Gordon S. Mann Elizabeth A. Patton Arnold and Pamela Sheiffer Mr. and Mrs. Jeffrey Twyman
Mr. Charles Mappin and Syndy & Rick Patzlaff Dick and Nancy Shoemate Mrs. Agnes C. Underwood
Mr. Robert Franklin Mr. and Mrs. Eric W. Peniston, Jr. Ben Sidorski Ashley Lynn Upchurch
Hugo and Julie UyterhoevenUNITED WAY FOUNDATION
The United Way Foundation of Indian River County has been working to secure the financial future of the United Way;
to build an endowment that will have an impact for generations to come in supporting the good work United Way of
Indian River County does in this community.
The endowment is being built through a combination of current contributions and deferred planned gifts including
commitments for a charitable gift to the United Way Foundation in one’s will, living trust, or estate plan. It affords
donors the opportunity to perpetuate their financial support and provide for the future health and human service needs
of Indian River County.
hope
Gifts to the Foundation are invested for growth with a percentage available for distribution each year
to support and sustain the critically important work being done in health, education, and financial
stability. By providing a dependable revenue stream year after year, these gifts ensure that United Way
of Indian River County is positioned to respond to pressing community needs, now and in the future.
We gratefully acknowledge our Legacy Society members that have made commitments to being a partners in our
critical work in perpetuity. At the end of the 2017-18 fiscal year, the United Way Foundation of Indian River County had
over $4 million in assets under management with another $4 million in documented legacy gifts that will be realized
in the future.
To learn more about endowing your annual support, call (772) 569-6777.
I n early September 2017, Hurricane Irma powered through recovery was long. With unanimous approval from our Board
the Caribbean and made landfall in Florida, leaving a trail of
destruction and causing approximately $65 billion in damage.
of Directors, we directed $69,188 to help in their efforts to
restore homes, buildings and programs essential to the Keys 2017-2018
The storm caused widespread flooding and wind damage community. Part of our donation went towards a matching
across our county and significant damage from the Florida
Keys through Georgia. Virtually every home in the Keys was
affected by Irma, with nearly a quarter of the residences
grant to offset the costs of construction for the first “Keys
Cottage” on Big Pine Key, which are affordable housing options UNITED WAY FOUNDATION BOARD & STAFF
for families whose homes were destroyed by the storm.
completely destroyed. Just two weeks later, Hurricane Maria Fritz Blaicher, Chair John McCord Elizabeth Ullian
made landfall in Puerto Rico as a category 4 storm and became During times of crisis, United Ways take on a variety of roles
the worst natural disaster in the island’s history. ranging from critical short-term assistance to long-term Dennis Ferro, Vice Chair Michael Kint Executive Director 2017-18
recovery. David Sams, Treasurer CEO, United Way of Indian River County Michelle Malyn
As part of our mission to build stronger communities, and
to fight for the health and safety of every person in every CEO, G2 Investment Group Lee Moore Executive Director 2017
community, we sprang into action and created solutions for Mike McGee, Secretary Clay Price, CPA, CFF
those whose lives that were affected by these unforeseen
natural disasters. With many of our residents living on the Financial Advisor Clay Price & Associates, P.A.
verge of poverty, we knew that loss of work and unexpected
storm expenses could push them over the edge. We distributed Jan S. Beck, Randy Rolf
$45,000 in Publix gifts cards to help our residents begin the A1 Roof Trusses, Ltd. Jonathan Schwiering, CIC
long journey of recovery. With a major influx of requests for
assistance, we knew we needed a single clearinghouse for Ned Dayton President, Vero Insurance
individual requests, so we collaborated with Treasure Coast Anthony Guettler Marlynn Scully
Homeless Services Council to manage $95,000 of direct
service and case management for local storm victims. Our Attorney, Gould Cooksey Fennell Hope Woodhouse
efforts helped to meet the immediate and emerging needs of Dennis Marlo Retired Chief Operating Officer,
1,134 Indian River County households impacted by the storm. Rendering of one of the four cottages that were built on Big Pine Key;
The damage was devastating for the Keys and the road to designed and developed by Marianne Cusato. Jim Marley Bridgewater AssociatesLegacy Society
LEGACY DONORS Mr. and Mrs. Richard S. Jackson
Kip and Mary Jacoby
Downing Jenks Charitable Trust
George and Sandy Kahle
Mr. and Mrs. Charles W. Moritz
Chad & Lisa Morrison
Nextera Energy Foundation, Inc.
The M. J. O’Brien Family Foundation-
Fred and Jean Sirianni
Peggy and John Sirich
Leroy Smith
Louise L. Smith
Tocqueville Legacy Circle Leadership Legacy Circle The Kahle Foundation
Michael and Sandy Kint
William N. Kirk
Anonymous Gift in Living Honor of
Ralph and Jane King
O’Malley and Siedler Families
Mrs. Margaret A. Smith
Mr. and Mrs. Benjamin F. Stahl, Jr.
Estate of Florabel L. Stevens
The following individuals have either made or made The following individuals have either made or made Mr. and Mrs. F. Curtis Lane Beverly B. O’Neill Tommy and Simonetta Steyer
provisions for a thoughtful legacy gift to endow their provisions for a thoughtful legacy gift to endow their Bobby and Lynn Lindsey Mr. Richard W. Paull Rosanne and Jeffrey L. Susi
annual gift to the United Way of Indian River County annual gift to the United Way of Indian River County as John J. and Francesca W. Logan Bill and Karen Penney Lois and Jim Thompson, in honor of
as members of the esteemed Alexis de Tocqueville members of the distinguished Leadership Investment Mr. and Mrs. William E. Lower Raymond T. Perring J.A. “Coach” Thompson
Society. Each year, the Foundation will make a gift Society. Each year, the Foundation will make a gift of Marcia P. Lunka William and Mary Phelan Mr. and Mrs. Mark Thurn
$1,000- $9,999 to the annual campaign in their names John and Nancy Luther Deborah Morrell Polackwich and Mr. and Mrs. Charles M. Travis
of $10,000 or more to the annual campaign in their in perpetuity. Alan Polackwich Estate of Helen M. VanBlarcum
Alma Lee Loy
names in perpetuity. Ursula Ma Dan and Joan Preuss Mary Beth Vallar
Norman and Ann Baker Michelle and Josh Malyn Estate of Clarence W. Redstone Deborah Vickers
Fred M. and Gay C. Blaicher Bill and Nancy Curtis
Dick and Sally Brickman Mr. and Mrs. Thomas Manwaring Mr. and Mrs. Robert D. Reisman James and Faith Victory
Chris and Don Loftus The Estate of Stanley T. Manzer Richardson Foundation Christine and Mike Videtic
Edward and Sherry Ann Dayton Jim and Melinda Marley Joseph L. and Sarah S. Marcum Mr. and Mrs. C. Graydon Rogers Ethel M. Wasmuth Trust
Ralph T. King Dr. Julie Vargo and Dr. David O’Brien Ed and Jo Massey Hugh Rosaaen Karl E. Wenk, Jr.
Betty and Jim McDonald David and Betsy Sams Walter J. and Mae S. Matthews Mrs. Katherine H. Rose Lewis Stanley and
Edward and Dawn Michael Daniel and Karen Somes Mildred D. McMichael Trust David and Betsy Sams Myrna Newell Whitaker
Marjorie Hopwood Richardson and Mr. and Mrs. Norval B. Stephens, Jr. David and Claudia McNulty Mark and Carolyn Sanchez Elizabeth Whittall
Danforth Kidd Richardson Peter and Terry Sullivan Dr. and Mrs. Roger Meyer The Schumann Foundation Archie S. Wingfield, Jr. Charitable Trust
Sandy and Randy Rolf Mrs. Helen F. Miller in memory of Mr. and Mrs. John Schumann, Jr. Henry and Joan Woodhouse
Marlynn and Bill Scully Danforth Miller, Jr. Marlynn and Bill Scully
Manley H. Mitton Trust Mr. and Mrs. John C. Scully
David Mixter and Carol Baldwin Thomas and Charo Segura
John E. and Lee R. Moore Mr. and Mrs. David Shapiro
Legacy Society
The following companies, private foundations, and individuals have made or made provisions for gifts to the
Foundation to support the many facets of the critically important work of our local United Way here in Indian Memorial Gifts
River County for generations to come.
Memorial gifts celebrating the life of the following individuals have been made by their family, friends and
43 donors who wish to remain anonymous Carol Crittenden Jim and Jennifer Gabbard colleagues to honor their philanthropic spirit and forever support United Way’s working in advancing the common
Fran Adams Mr. and Mrs. William C. Cummings Priscilla and Dick Gavoor good here in Indian River County.
Valerie and Douglas Anderson Marybeth and Chuck Cunningham Mrs. John R. Gould
Eve Ballance in honor of Norma Lister Oscar H. and Helen L. Curry Gracewood Fruit Company Louis Allocca Hayden Harlow James Orr McCue, Jr. Marguerite Lydia Shattuck
Alan Bartol Curtis Ward & Associates PA Norva Z. Green Elliot A. Baines Doris Hardesty John C. Metzger, Jr. Jean Sirianni
Robert W. Bauchman Dr. and Mrs. William M. Cutler Lynn Hall Jesse Loy Baldwin Mabel B. Harris Danforth Miller, Jr. Trevor Smith
Sandra Block in honor of Barbara C. Block Alice and Rene Donars Jay W. Hart
Clair Brunetti Mr. and Mrs. Hamilton R. Duncan Margaret Harvey
Kathleen Branca Mr. Forrest Haselton Jim Milliken Jane Osborne Stoddard
Mr. and Mrs. Anthony Buford, Jr. Mrs. Stewart A. Dunn Bill and Carolyn High Elmer T. Browne Mr. and Mrs. William B. Howell Fils-Hime Naus Virginia Wollenzin
Michael and Miriam Burns Mr. and Mrs. David W. Edwards Mr. and Mrs. Don R. Hinkley Margot Coleman Benjamin Jaques Martin G. Noon George Wonderly
Donald R. and Myra J. Burns Robert R. Elser and John and Mary Hobart Dorothy Coufos Charles R. Johnson Kay and Walter O’Malley Joseph Zemke
Doris Land Butler, in loving memory of Mary Lou Commerford Richard and Lucy Hope Archie T. Croteau Ruth Karpf Christy Pappadouplos Ruth M. Zimmer
Grace R. Byrd Mr. and Mrs. Jack L. Ernsberger J. M. Hopwood Charitable Trust
Mr. and Mrs. Kenneth D. Felten Mr. and Mrs. William B. Howell
Mr. Charles E. Davis, Jr. Ray Kempkin C. Gorham Phillips
Peter Roy Carney
Richard Canty and Hope Woodhouse Henry Patrick Fitzgerald William K. & Barbara W. Howell Olga Draper Ralph T. King Alphonsus Polackwich
John “Jack” Chamberlain Mr. and Mrs. William O. Fleming Henry H. Hoyt, Jr. Ellen Ann Dunham Jon W. Ludwig Mitchell Rendell
Susan L. Chenault Florida Power and Light Allen and Ann Hubbard J.B. Egan III J. Albert Marshall, Jr. Elizabeth M. Rich
Mr. and Mrs. J. Warner Clark Gifford and Ellen Foley Mr. and Mrs. William Y. Humphreys Charles V. Fenn Walter J. Matthews Charlotte Anne Rolfe
P. Ross Cotherman, CPA Mr. and Mrs. John B. Ford III Indian River National Bank
D. Lorne and Jane R. Coyle Faith G. Frazier Ilain Isaac
Thomas Fratar John McConnell, Sr. Willliam RomanowskiFINANCIALS
United Way Foundation of Indian River County
FINANCIALS
United Way of Indian River County
United Way Foundation of Indian River County, Inc is a separate nonprofit organization classified as a Type I Donors continue to see the value of investing in United Way of Indian River County’s Community Impact approach to
supporting organization. It is governed by a local volunteer Board of Directors comprised of financial professionals local problems, leading the way from quick fixes to real, lasting change. Individuals, businesses, corporations, and
and community leaders. The Foundation is committed to building a permanent endowment by generating funds in foundations supported UWIRC’s efforts to bring in $3,069,119 in fiscal year 2017-18.
support of the community-wide work of United Way of Indian River County.
Please find copies of our IRS 990 and our most recent audit at UnitedWayIRC.org/financial-information.
Please find copies of our IRS 990 and our most recent audit at UnitedWayIRC.org/financial-information.
FISCAL YEAR 17-18 FISCAL YEAR 17-18
FINANCIAL STATEMENTS FINANCIAL STATEMENTS
Income Income
Contribution....................................$66,674 Public Support and Revenue..................$3,096,119
Investment Return, Net...............$330,765 Expenses
Total Community Support Services................$2,815,571
Public Support and Revenue...$397,439 Campaign Fund Development...................$450,061
Expenses Management and General.........................$201,088
Community Support Services....$61,353
Endowment Operations............$118,037 Total Expens-
es........................................................$3,466,720
Total Expens- Change in Net Assets...............................................
es.........................................$179,390 (370,601)
Change in Net Assets............................$218,049
Net Assets, Beginning of Year.........$3,649,494
*Please note: all information below is from the
OUR WORK 2017-18 United Way of Indian River County 990.
ASSETS 23% 9.7%
RESTRICTED Resource
DONOR RESTRICTED FUNDS: FUNDS 84.2% Development
Consists of gifts restricted by the donor for Community
a specific purpose.
Impact 6.1%
DONOR UNRESTRICTED FUNDS:
Consists of gifts that can be used more 77% Administration
broadly to support the work of UWIRC. UNRESTRICTED
FUNDSUNITED WAY’S MISSION IS TO
IMPROVE LIVES BY MOBILIZING THE
CARING POWER OF COMMUNITIES.
www.UnitedWayIRC.org
1836 14th Ave.
Vero Beach, FL 32960
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